Gregory Daniel
Ladera Ranch,CA
Summary
Detail-oriented Research Analyst with first-rate active listening, communication and planning traits. Creative and persistent to quickly and effectively solve various problems that may arise. Committed to completing accurate and thorough competitive assessments. Outstanding research skills combined with effective decision-making talents.
Overview
16
16
years of professional experience
Work History
Independent Investment Research Analyst
Self Employed
Ladera Ranch, CA
01.2020 - Current
- Analyzed statistical data using both modern and traditional methods.
- Interpreted data and made recommendations from findings.
- Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
- Validated incoming data to check information accuracy and integrity while independently locating and correcting concerns.
- Performed valid and accurate market research.
- Developed macros, special formulas and other actions to produce reliable and consistent statistical reviews.
- Tracked worldwide events to include natural disasters, political events, civil unrest, and criminal activity for research into effects on corporate business and personnel.
Real Estate Sales Coaching
Tom Ferry International
Santa Ana, CA
03.2018 - 01.2020
- Generated new business through effective prospecting, telemarketing, territory planning and relationship building.
- Used consultative sales approach to understand clients needs and recommend relevant offerings.
- Achieved top performance by strategically adapting to rapidly changing, competitive environment.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's client base.
- Monitored and managed staff performance to attain target metrics both individually and team unit.
- Maximized client retention by resolving issues quickly.
Front Office Supervisor
The Irvine Company: The Resort At Pelican Hill
Newport Beach, CA
07.2016 - 11.2016
- Created, documented and updated company policies to guide front office personnel in service excellence and industry best practices.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Coached employees through day-to-day work and complex problems.
- Assisted staff with troubleshooting and resolution of software and hardware issues to minimize downtime.
- Maintained current and compliant financial records, monitoring and addressing variances through detailed analyses.
- Interpreted management directives to define and document administrative staff processes.
Overnight Supervisor
Hilton Anaheim
Anaheim, CA
01.2014 - 07.2016
- Implemented company loss prevention and security policies during after hours and encouraged employees to adhere to safety policies and procedures to reduce threats.
- Scheduled staff, planned budget and revised schedule to meet business needs and minimize cost.
- Offered administrative oversight by maintaining routine records and performing variety of clerical work activities related to operations.
- Oversaw and participated in night crew activities to maximize sales, earnings and customer satisfaction.
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
Store Manager
Trader Joe's Company
Irvine, CA
01.2005 - 01.2014
- Managed inventory control, cash control and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Developed new store location from ground up by hiring and training efficient team.
Education
Bachelor of Arts - American History
Arizona State University
Tempe, AZ05.2009
Bachelor of Arts - Sociology
Arizona State University
Tempe, AZ05.2009
Skills
- Corporate Communications
- Data Research and Analysis
- Data and Trend Forecasting
- Comprehensive Research
- Business Needs Analysis
- Energy Industry
- Consultative Sales Techniques
- Telesales Background
- Business Intelligence Data Modeling
- Audience Engagement Techniques
- Presentations and White Papers
- Client Meetings
Software Experience
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Powerpoint
Salesforce CRM
Zoom
TradingView
Additional Information
How To Master The Art Of Selling
Getting Into Your Customers Head
Seven Habits Of Highly Effective People
How To Win Friends And Influence People
The Intelligent Investor
Security Analysis: Principles And Technique
Timeline
Independent Investment Research Analyst
Self Employed
01.2020 - Current
Real Estate Sales Coaching
Tom Ferry International
03.2018 - 01.2020
Front Office Supervisor
The Irvine Company: The Resort At Pelican Hill
07.2016 - 11.2016
Overnight Supervisor
Hilton Anaheim
01.2014 - 07.2016
Store Manager
Trader Joe's Company
01.2005 - 01.2014
Bachelor of Arts - American History
Arizona State University
Bachelor of Arts - Sociology
Arizona State University
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